Standing orders — have Foreman check it every morning

Ask it once. Open Ask Foreman and type what you want in your own words, schedule and all: "Every morning, show me jobs waiting on parts more than 2 days and draft the vendor emails." Foreman answers with the list as it stands today.

Save it. Under the answer, click Do this every morning (it tells you whenever the list has at least one thing on it) or Watch for this (it tells you only when there are at least a number you set). Foreman fills in what your sentence said — every morning, every Monday, a time, drafting the vendor emails — and you check it:

• Call it — the name it shows under.
• When — Every day, Every weekday (Mon–Fri) or Once a week on a day you pick, at an hour on your shop's clock.
• Who hears about it — You (always). Owners and managers can add Owners, Managers, Service writers, Parts or Accounting. Each person sees only what their role allows: someone who can't see costs is told the list was withheld, not sent the rows.
• Also send by email — on unless you turn it off. Each person can stop all of Meridian's emails to them from their own bell (Email me).
• Messages to vendors and customers (owners and managers) — Draft vendor follow-ups for the parts still on order. One email per purchase order asking when the parts will arrive. They wait in Purchase Orders › Vendor Follow-ups until someone reads and sends them. Send without review to vendors set to send automatically names the vendors it would reach (you switch a vendor to send automatically on its vendor page); every other vendor still waits for review. It's greyed out when no vendor is set that way. On a customer list you can instead draft a status update to each customer; those always wait for an owner or manager to send them from the order's page.

Click Save standing order. Its first run is the next one on its schedule.

Read it in the morning. Results show on your Dashboard under This morning, next to Foreman's briefing, in the bell, and by email. Each ticket or PO in it opens with a click, and Review 2 vendor emails takes you straight to the drafts (one email per purchase order, so two jobs waiting on the same PO share one). Click the order's name to open its page: the list as it stands right now, what it found on recent mornings, and any customer drafts waiting to be sent.

Change, pause or delete it. Every standing order lives under Foreman › Standing orders (also linked from Settings and from the This morning card): owners and managers see every one, anyone else sees their own. Change opens the same choices again; Pause stops it running until you Resume; Delete removes it. Drafts it already made stay where they are.